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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
326
Brown Brothers Harriman & Co
New York
$25K – – –
GC
327
Gould Capital
Washington
$23K – – –
MAM
328
McCarthy Asset Management
California
$23K – – –
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
SCA
330
Stonebridge Capital Advisors
Minnesota
$23K – – –
IA
331
IFP Advisors
Florida
$22K -$44.4K -408 -60%
IBOK
332
Independence Bank of Kentucky
Kentucky
$21K – – –
DFCM
333
Dark Forest Capital Management
Puerto Rico
$20K +$15.2K +140 +333%
Asset Management One
334
Asset Management One
Japan
$20K +$18.9K +174 New
SWM
335
Selective Wealth Management
Virginia
$17K – – –
LF
336
Lee Financial
Texas
$16K – – –
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$15.7K – – –
PFBT
338
Parkside Financial Bank & Trust
Missouri
$12K -$30.2K -277 -73%
AWM
339
Accel Wealth Management
Iowa
$12K – – –
CFB
340
Cullen/Frost Bankers
Texas
$12K – – –
GWS
341
Glassman Wealth Services
Virginia
$12K – – –
IUHSA
342
Itau Unibanco Holding S.A.
Brazil
$12K – – –
MCC
343
Money Concepts Capital
Florida
$12K +$10.9K +100 New
FP
344
Financial Perspectives
Minnesota
$11.4K – – –
WT
345
Whittier Trust
California
$11K +$3.27K +30 +47%
CWA
346
Clearview Wealth Advisors
Oregon
$10K – – –
EARNEST Partners
347
EARNEST Partners
Georgia
$10K – – –
KFI
348
Key Financial Inc
Pennsylvania
$10K +$9.8K +90 New
GAM
349
Gemmer Asset Management
California
$9K – – –
VCM
350
Versant Capital Management
Arizona
$8K – – –